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91 advisors near
22939
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Out of 400,000+ nationwide
Robin C
Series 63, Series 65
Fisherville, VA
AlphaStar Capital Management
Robin Cash is a financial advisor with AlphaStar Capital Management who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with AlphaStar since 2016 and also has experience with The Callahan Group and Guardian Life Insurance. Outside of advisory work, he owns Cash Financial, LLC, where he operates as an insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management through both model and custom strategies, utilizing quantitative analysis and third-party research.
Megan W
CFP®, Series 65
Crozet, VA
Badgley Phelps Wealth Managers
Megan Wiley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers. She has worked at Badgley Phelps since 2019 and previously at Moss Adams Wealth Advisors from 2015 to 2019. Badgley Phelps Wealth Managers is a registered investment adviser that provides wealth and investment management and standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, with dedicated equity styles and periodic rebalancing, while acting as an ERISA fiduciary for plan clients.
Michael W
Series 63, Series 65
Crozet, VA
Mutual Of Omaha Investor Services, Inc.
Michael Wisinski is a financial advisor at Mutual of Omaha Investor Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha since 1996. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement consulting. The firm operates through a platform relationship with Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.
Laurie M
Series 66
Staunton, VA
Newedge Advisors
Laurie Maddox is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services, and Middlebrook Wealth. Prior to her financial advisory career, she spent eight years at Blacksburg Health and Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through independent investment adviser representatives, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.
Enoch A
Series 63, Series 66
Staunton, VA
OSAIC Institutions, INC.
Enoch Arnett is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and has 19 years of industry experience. His work history includes roles at Infinex Investments, Inc. since 2015 and First Bank and Trust since 2015, as well as a brief tenure at BB&T Investment Services, Inc. from 2014 to 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm operates with a hybrid adviser/broker-dealer structure and emphasizes a model that delegates investment analysis and account management to its representatives while offering access to alternative investments, lending solutions, and customized advisory services.
Seth L
CFP®, Series 63, Series 66
Staunton, VA
Newedge Advisors
Seth Liskey is a CFP® with 21 years of industry experience, currently serving at NewEdge Advisors. His career includes roles at Edward Jones for 15 years and several positions within affiliated entities before joining NewEdge in 2024. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures with a focus on centralized due diligence, technology tools, and incorporating artificial intelligence in business operations.
Jacqueline A
CFP®, Series 63, Series 65, Series 66
Staunton, VA
Davenport & Company LLC
Jacqueline Avery is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She has worked previously at Truist Advisory Services and Bb&T Securities. Outside of her advisory role, Avery holds volunteer finance positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the Board of Directors and investment committee for the Community Foundation in Staunton, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, ETF model portfolios, and fixed-income strategies.
Joshua D
Series 66
Staunton, VA
Steward Partners Investment Advisory, LLC
Joshua Deaver is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Edward Jones. Outside of his advisory work, he owns NKD Towing, LLC, a towing business based in Fishersville, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by custodial partnerships with firms such as Pershing and Raymond James.
Ginny B
Series 66
Stuarts Draft, VA
Truist Advisory Services
Ginny Brown is a Series 66 licensed financial advisor with 22 years of industry experience. She currently works at Truist Advisory Services and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies and offers specialized programs such as the AMC Advantage manager-selection program.
Sarah F
Series 66
Staunton, VA
Davenport & Company LLC
Sarah Fowler is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, public finance, and advisory services. The firm employs dedicated portfolio manager teams and research groups to manage strategies across various accounts and mutual funds, operating as an employee-owned company with a history dating back to 1863.
Elizabeth N
Series 63, Series 66
Staunton, VA
Davenport & Company LLC
Elizabeth Nye is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies through dedicated portfolio teams and an Investment Policy Committee.
Ashley F
Series 65
Staunton, VA
Newedge Advisors
Ashley Ferguson is a Series 65-licensed financial advisor with NewEdge Advisors, LLC, and has one year of industry experience. Prior to joining NewEdge, Ferguson held roles at Middlebrook Wealth and Frederick County Wealth, and worked for Wake County Government. Outside of advising, Ferguson is involved in managing a real estate business as an owner and landlord in Strasburg, VA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.
Alicia M
Series 66
Staunton, VA
Davenport & Company LLC
Alicia Mcanney is a financial advisor at Davenport & Company LLC, holding a Series 66 designation. She began her career in 2019 and has held positions at Truist BANK and Truist Investment Services before joining Davenport. Davenport & Company serves individual and institutional clients, including banks, pension plans, and nonprofits, providing asset management, brokerage, fixed income, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual fund management, supported by dedicated portfolio teams and research.
Henry S
Series 63, Series 65
Staunton, VA
Davenport & Company LLC
Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Truist Advisory Services and Scott & Stringfellow, Inc. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and provides advisory programs including separately managed accounts and mutual funds.
Shreve R
Series 66
Staunton, VA
Davenport & Company LLC
Shreve Rohle is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, Rohle serves as a board member of the HSC Gridiron Club, which supports Hampden-Sydney College's football program through recruiting and fundraising efforts. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, and advisory services. The firm provides separately managed accounts, financial planning, and investment programs, and manages several mutual funds and fixed-income strategies through a combination of portfolio teams, research, and an Investment Policy Committee.
Mary P
Series 66
Staunton, VA
Davenport & Company LLC
Mary Pritt is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Augusta County Public School. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and bond strategies through dedicated portfolio teams and research.
William S
CFP®, Series 66
Staunton, VA
Davenport & Company LLC
William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. Prior to joining Davenport, he held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School and is a member of the finance committee and board of directors for the Frontier Culture Museum Foundation. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, utilizing dedicated portfolio teams and a comprehensive investment platform that includes mutual funds and fixed-income strategies.
Larry S
Series 63, Series 65
Greenville, VA
OSAIC Institutions, INC.
Larry Straley Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and 65 credentials and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2008 and previously at Bi Investments, LLC from 2004 to 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on supervision and third-party management arrangements.
Donald B
Series 66
Staunton, VA
Davenport & Company LLC
Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Benner is also president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, and advisory services, offering a range of investment programs and managing multiple mutual funds and fixed-income strategies.
John C
Series 66
Staunton, VA
Edward Jones
John Childress is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with 17 years of industry experience, all of which have been with Edward Jones since 2009. Outside of his advisory role, he is a 25% owner of CWP Holdings LLC, an LLC formed with family members to purchase family land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors. The firm offers both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.
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91 advisors near
22939
within the area shown on the map
Out of 400,000+ nationwide